HFA
HC Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.64M | Buy |
93,511
+11,401
| +14% | +$322K | 1.77% | 14 |
|
|
2022
Q1 | $2.62M | Buy |
82,110
+2,216
| +3% | +$70.6K | 1.56% | 21 |
|
|
2021
Q4 | $2.63M | Sell |
79,894
-1,454
| -2% | -$47.8K | 1.46% | 24 |
|
|
2021
Q3 | $2.51M | Sell |
81,348
-1,595
| -2% | -$49.2K | 1.51% | 24 |
|
|
2021
Q2 | $2.65M | Buy |
82,943
+11,521
| +16% | +$367K | 1.54% | 21 |
|
|
2021
Q1 | $2.23M | Sell |
71,422
-1,434
| -2% | -$44.7K | 1.36% | 27 |
|
|
2020
Q4 | $1.94M | Sell |
72,856
-6,888
| -9% | -$183K | 1.24% | 27 |
|
|
2020
Q3 | $1.68M | Sell |
79,744
-19,747
| -20% | -$416K | 1.2% | 31 |
|
|
2020
Q2 | $2.11M | Buy |
99,491
+2,307
| +2% | +$48.9K | 1.65% | 19 |
|
|
2020
Q1 | $1.75M | Sell |
97,184
-845
| -0.9% | -$15.2K | 1.56% | 19 |
|
|
2019
Q4 | $2.81M | Sell |
98,029
-14,171
| -13% | -$406K | 2.21% | 12 |
|
|
2019
Q3 | $3.07M | Sell |
112,200
-5,959
| -5% | -$163K | 2.63% | 9 |
|
|
2019
Q2 | $3.2M | Buy |
118,159
+2,473
| +2% | +$67K | 3.2% | 9 |
|
|
2019
Q1 | $3.19M | Buy |
115,686
+6,675
| +6% | +$184K | 3.34% | 9 |
|
|
2018
Q4 | $2.67M | Buy |
109,011
+15,112
| +16% | +$371K | 5.97% | 5 |
|
|
2018
Q3 | $2.79M | Buy |
93,899
+8,724
| +10% | +$259K | 2.47% | 12 |
|
|
2018
Q2 | $2.53M | Buy |
85,175
+5,600
| +7% | +$166K | 2.46% | 10 |
|
|
2018
Q1 | $2.18M | Buy |
79,575
+4,328
| +6% | +$119K | 2.15% | 14 |
|
|
2017
Q4 | $2.19M | Buy |
+75,247
| New | +$2.19M | 2.11% | 17 |
|